Creative Planning’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Buy |
292,721
+199,341
| +213% | +$10.7M | 0.01% | 562 |
|
|
2025
Q4 | $6.21M | Buy |
93,380
+1,194
| +1% | +$78.7K | ﹤0.01% | 858 |
|
|
2025
Q3 | $6.08M | Sell |
92,186
-14,093
| -13% | -$1.03M | ﹤0.01% | 764 |
|
|
2025
Q2 | $8.65M | Buy |
106,279
+3,720
| +4% | +$289K | 0.01% | 555 |
|
|
2025
Q1 | $7.66M | Buy |
102,559
+40,028
| +64% | +$3.01M | 0.01% | 572 |
|
|
2024
Q4 | $5.05M | Sell |
62,531
-6,492
| -9% | -$559K | ﹤0.01% | 655 |
|
|
2024
Q3 | $5.78M | Buy |
69,023
+4,452
| +7% | +$352K | 0.01% | 592 |
|
|
2024
Q2 | $4.87M | Buy |
64,571
+7,656
| +13% | +$567K | 0.01% | 622 |
|
|
2024
Q1 | $4.22M | Buy |
56,915
+12,733
| +29% | +$829K | ﹤0.01% | 663 |
|
|
2023
Q4 | $2.65M | Sell |
44,182
-39,898
| -47% | -$2.19M | ﹤0.01% | 792 |
|
|
2023
Q3 | $4.65M | Buy |
84,080
+2,668
| +3% | +$154K | 0.01% | 557 |
|
|
2023
Q2 | $4.45M | Buy |
81,412
+35,316
| +77% | +$1.94M | 0.01% | 550 |
|
|
2023
Q1 | $2.5M | Sell |
46,096
-32,576
| -41% | -$2.12M | ﹤0.01% | 706 |
|
|
2022
Q4 | $5.34M | Buy |
78,672
+4,002
| +5% | +$284K | 0.01% | 475 |
|
|
2022
Q3 | $5.64M | Buy |
74,670
+1,096
| +1% | +$102K | 0.01% | 411 |
|
|
2022
Q2 | $6.75M | Sell |
73,574
-1,130
| -2% | -$112K | 0.01% | 391 |
|
|
2022
Q1 | $7.5M | Sell |
74,704
-2,799
| -4% | -$293K | 0.01% | 367 |
|
|
2021
Q4 | $8.46M | Sell |
77,503
-27
| -0% | -$3.05K | 0.01% | 318 |
|
|
2021
Q3 | $9.43M | Buy |
77,530
+1,471
| +2% | +$197K | 0.02% | 278 |
|
|
2021
Q2 | $10.8M | Sell |
76,059
-4,338
| -5% | -$644K | 0.02% | 255 |
|
|
2021
Q1 | $11.3M | Sell |
80,397
-1,668
| -2% | -$228K | 0.02% | 249 |
|
|
2020
Q4 | $11.6M | Buy |
82,065
+6,073
| +8% | +$867K | 0.03% | 232 |
|
|
2020
Q3 | $11.2M | Buy |
75,992
+3,445
| +5% | +$498K | 0.03% | 193 |
|
|
2020
Q2 | $9.73M | Buy |
72,547
+27,110
| +60% | +$3.56M | 0.03% | 198 |
|
|
2020
Q1 | $5.53M | Sell |
45,437
-16,230
| -26% | -$2.25M | 0.02% | 243 |
|
|
2019
Q4 | $8.58M | Sell |
61,667
-447
| -0.7% | -$59.9K | 0.03% | 218 |
|
|
2019
Q3 | $8.25M | Buy |
62,114
+20,238
| +48% | +$2.69M | 0.03% | 213 |
|
|
2019
Q2 | $5.14M | Buy |
41,876
+1,705
| +4% | +$200K | 0.02% | 282 |
|
|
2019
Q1 | $4.54M | Buy |
40,171
+38
| +0.1% | +$4.05K | 0.02% | 291 |
|
|
2018
Q4 | $4.12M | Sell |
40,133
-92
| -0.2% | -$9.59K | 0.02% | 279 |
|
|
2018
Q3 | $4.39M | Buy |
40,225
+2,118
| +6% | +$228K | 0.02% | 297 |
|
|
2018
Q2 | $4.04M | Sell |
38,107
-369
| -1% | -$37.6K | 0.02% | 305 |
|
|
2018
Q1 | $3.71M | Buy |
38,476
+822
| +2% | +$80.6K | 0.02% | 319 |
|
|
2017
Q4 | $3.54M | Buy |
37,654
+1,298
| +4% | +$122K | 0.02% | 317 |
|
|
2017
Q3 | $3.4M | Buy |
36,356
+253
| +0.7% | +$23K | 0.02% | 314 |
|
|
2017
Q2 | $3.08M | Sell |
36,103
-592
| -2% | -$49.5K | 0.02% | 319 |
|
|
2017
Q1 | $2.92M | Buy |
36,695
+1,840
| +5% | +$148K | 0.02% | 322 |
|
|
2016
Q4 | $2.64M | Buy |
34,855
+952
| +3% | +$72.6K | 0.02% | 324 |
|
|
2016
Q3 | $2.61M | Buy |
33,903
+212
| +0.6% | +$16.6K | 0.02% | 322 |
|
|
2016
Q2 | $2.48M | Sell |
33,691
-1,146
| -3% | -$80.6K | 0.02% | 292 |
|
|
2016
Q1 | $2.21M | Sell |
34,837
-615
| -2% | -$36.9K | 0.02% | 296 |
|
|
2015
Q4 | $2.15M | Buy |
35,452
+963
| +3% | +$63.7K | 0.02% | 294 |
|
|
2015
Q3 | $2.31M | Sell |
34,489
-72
| -0.2% | -$4.8K | 0.02% | 270 |
|
|
2015
Q2 | $2.14M | Buy |
34,561
+137
| +0.4% | +$8.77K | 0.02% | 280 |
|
|
2015
Q1 | $2.34M | Buy |
34,424
+471
| +1% | +$30.8K | 0.02% | 254 |
|
|
2014
Q4 | $2.11M | Sell |
33,953
-288
| -0.8% | -$16.9K | 0.02% | 259 |
|
|
2014
Q3 | $1.93M | Buy |
34,241
+26,593
| +348% | +$1.5M | 0.02% | 251 |
|
|
2014
Q2 | $419K | Buy |
7,648
+16
| +0.2% | +$859 | 0.01% | 713 |
|
|
2014
Q1 | $408K | Buy |
7,632
+2,272
| +42% | +$121K | 0.01% | 708 |
|
|
2013
Q4 | $288K | Buy |
5,360
+1,068
| +25% | +$52.7K | ﹤0.01% | 695 |
|
|
2013
Q3 | $199K | Buy |
4,292
+37
| +0.9% | +$1.68K | ﹤0.01% | 770 |
|
|
2013
Q2 | $182K | Buy |
+4,255
| New | +$182K | ﹤0.01% | 716 |
|
Other funds holding FIS
VCM
VPM
